by Shaun Heuerman | Sep 14, 2022 | Sales & Marketing
Cross-sales is a measure of trust I believe people get energy and feel good about themselves when they help other people. In this episode, I’m going to show you how to get your team excited about having your clients acquire all the products and services that...
by Shaun Heuerman | Aug 31, 2022 | Strategic Planning
I believe most people tend to be easily distracted. One of the hardest things to do is get everyone and everything aligned on the few things that matter to the profits at your bank…yet this “intentional congruence” is one of the most important practices you must...
by Shaun Heuerman | Aug 25, 2022 | Capture Profitable Deposits, Profitability and Growth, Strategic Planning
I believe that everyone wants to feel special and be treated uniquely according to the specific needs and wants. And when it comes to sales, some prospects are more special than others. Research shows that for banks up to 2 billion in asset size, that their top 100...
by Shaun Heuerman | Aug 18, 2022 | Strategic Planning
I believe every business has a breakthrough opportunity—a missed profit opportunity, in fact—in several of their product lines. In this episode, I’m going to share with you how any one of your product lines could be the source of thousands of dollars of additional...
by Shaun Heuerman | Aug 11, 2022 | Strategic Planning
I believe most banks are sitting on a goldmine of untapped potential for organic growth and increased profits. In this session, you’ll discover how you can get far more—and more predictable—profit and growth impact from your strategic planning process. After reviewing...
